See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,176 | $111,754-56.0% | $103,333-52.4% | $145,922-66.3% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 11.64% | 24.77%-13.1pp | 24.88%-13.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,107 | $4,212-50.0% | $3,868-45.5% | $4,660-54.8% |
| Participant deferral / active EE | $4,349 | $5,619-22.6% | $5,057-14.0% | $6,688-35.0% |
| Admin fee / account holder | $6,351 | $9,750-34.9% | $8,355-24.0% | $13,397-52.6% |